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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,716 | $106,524+15.2% | $152,301-19.4% | $87,485+40.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 16.34% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $4,348 | $3,371+29.0% | $4,624-6.0% | $2,596+67.5% |
| Participant deferral / active EE | $10,276 | $6,525+57.5% | $8,004+28.4% | $4,274+140.4% |
| Admin fee / account holder | $9,334 | $8,287+12.6% | $14,398-35.2% | $7,775+20.1% |